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Diversify Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Diversify Wealth Management’s Portfolio PTY Stock Details PTY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$715K Buy
51,410
+7,455
+17% +$104K 0.04% 320
2025
Q1 		$601K Buy
43,955
+16,356
+59% +$224K 0.04% 320
2024
Q4 		$397K Buy
+27,599
New +$397K 0.03% 382